ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Balance Wealth, LLC's Holding History (CIK: 0002065247)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,360 Value ($000) $1,110 Avg Close — Range —
Q3 2025
Shares 9,938 Value ($000) $1,058 Avg Close — Range —
Q2 2025
Shares 10,182 Value ($000) $1,064 Avg Close — Range —
Q1 2025
Shares 15,122 Value ($000) $1,594 Avg Close — Range —